MISC
What accounts do not allow checks?
Select 2
Bonus: Aspire! :)
Opting card in for apple pay but you are showing no request in mastercard site?
Customer hasn't completed their end. They may need to delete the card out and start again.
Your lead
If lead not available Jennifer Spies
If not available let customer know you will do research and call them back!
Customer wants to raise MCD limit higher than the allowed amount
Reach out to branch manager
What do you need to provide when giving CD rates?
Min is $500/Interest Rate/APY
How can a customer merge their business with their personal OLB?
Indemnification form completed by branch
Online transaction keeps rejecting for no specific reason
Place a cool down strategy and try again
Customer is wanting loan officer for construction loan
Find out what they are constructing. Could be Ag, Personal, Home, SBA
Zelle transaction not going through
Customer needs to make sure they are sending to the correct number/email. Also receiving party needs to be enrolled
Customer needs to update their address. Account is less than 30 days old
CIF level > Merge Document > Address change form > send to customer for signature
How to remove a stop payment?
Pull document from document/images for customer to sign release
How to add an additional account to a debit card?
DC level > related functions > card maint > OK > Change > Drop Down > Associated Accounts
What is Client Accounting used for
Mostly forms (stop payments, reg e, etc)
This group is utilized before a transaction comes through
Online banking got hacked
Place in a dormant status and reach out to the branch
What documents do I need to bring to open an account?
Valid Drivers License (Proof of address if listed different)
Social Security Card
Passport if not US Citizen
Most accounts are $100 min deposit
What is the status of my BOM credit card application?
Card declining because of consumer control
Customer changed limits on online banking. Can guide customer to changing or go into MConsole to fix
What is the Control Clerk used for?
This group is utilized after a transaction comes through (Check got deposited into wrong account or with wrong details)
Customer is receiving error while trying to send bill pay
Could be bill pay is locked, get with ebanking
How long in the neg until an account is charged off?
35 Days
Customer wants to make a principal only payment
Internal transfer: check box during transfer for principal only
Tele loan payment: make note in "additional information" box and email lockbox
Filed a dispute and wants to know status, where can you go to view this info?
Centrix
Customer needs to speak to someone about their ELAN credit card
Still waiting on this one
What happens when a bill pay gets returned?
Payee is deleted off system
How to delete a transfer
Internal: Delete or Reverse transfer
Into loan acct: Same Day email Branch Coor. Next day email loan servicing
Tele Loan payment: Select Refund and email Lockbox